Fund Flows Expenses Dividends Holdings Taxes Technicals Analysis Realtime Ratings ETFs tracking the S&P 500 Index (-200%) are presented in the following table. Symbol ETF Name Asset Class Total Assets* YTD Avg Volume Previous Closing Price ...
Lowest Cost S&P 500 Index Fund: Fidelity 500 Index Fund (FXAIX) FXAIX is amutual fund. Because index-tracking funds will follow the performance of the index, one of, if not the, biggest determinant of long-term returns is how much it charges in fees. Expense Ratio:0.015% 2022 Return:...
A potential downside to consider, however, is that this type of investment can only ever earn average returns. The S&P 500 is a key pillar behind the overall stock market. Because an S&P 500 index fund or ETF aims to follow the market, it's impossible for it to beat the ma...
Fund Flows Expenses Dividends Holdings Taxes Technicals Analysis Realtime Ratings ETFs Tracking Other Large Cap Growth Equities ETF Database staff has allocated each ETF in the ETF database, as well as each index, to a single ‘best-fit’ ETF Database Category. Other ETFs in the Large Cap...
share price has fallen since the initial investment. Deductions for charges and expenses, particularly the initial charge (if any), are not made uniformly throughout the life of the investment, so fund investors redeeming out of the fund during the early years may not get back the amount ...
The fund generally will invest at least 90% of its total assets in the securities that comprise the underlying index. The underlying index is designed to measure the performance of 100 stocks in the S&P 500® Index that have the highest "value score," which the index provider calculates ...
(SPIVA®) U.S. Scorecard in 2002, S&P Dow Jones Indices has regularly reported on the relative performance of actively managed funds versus benchmark indices across an increasing number of global fund markets and fund categories.1 The SPIVA Japan Scorecard has been tracking the performance of ...
reflective of the Dow Jones U.S. Large-Cap Total Stock Market Index from fund inception until 07/09/2013, the Russell 1000 Index effective 07/09/2013 until 11/16/2017, the SSGA Large Cap Index effective 11/16/2017 until 1/24/2020 and of the S&P 500®Index effective 1/24/2020 to...
The Standard and Poor Depositary Receipts (SPDR) S&P 500 ETF is an exchange-traded fund that tracks the S&P 500 stock market index.
According to Bloomberg Intelligence, the average company in the S&P 500 had around 21.2% of its stock owned by passive vehicles such as index-tracking ETFs and mutual funds by the end of March. Even on a weighted average basis, passives are said to own an average stake of 18.6% in US ...